KIA

KCM Investment Advisors Portfolio holdings

AUM $3.11B
1-Year Est. Return 18.14%
This Quarter Est. Return
1 Year Est. Return
+18.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.32B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.07M
3
+$2.03M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.03M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.16M

Top Sells

1
+$5.71M
2
+$5.54M
3
+$4.84M
4
AAPL icon
Apple
AAPL
+$4.38M
5
NKE icon
Nike
NKE
+$3.98M

Sector Composition

1 Technology 17.79%
2 Healthcare 8.72%
3 Consumer Staples 8.3%
4 Consumer Discretionary 7.53%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.02M 0.04%
3,928
-390
202
$1M 0.04%
16,000
-490
203
$995K 0.04%
7,549
-3
204
$987K 0.04%
4,179
-36
205
$982K 0.04%
21,937
+1,487
206
$980K 0.04%
45,073
-26,130
207
$970K 0.04%
6,849
208
$913K 0.04%
296
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209
$903K 0.04%
48,417
-4,437
210
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211
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2,289
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212
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11,935
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213
$886K 0.04%
7,924
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214
$851K 0.04%
12,465
+4,450
215
$787K 0.03%
10,742
216
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217
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2,572
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218
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2,919
219
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10,710
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220
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21,545
-1,543
221
$718K 0.03%
1,829
-476
222
$715K 0.03%
10,061
223
$686K 0.03%
9,151
+112
224
$681K 0.03%
4,985
-90
225
$663K 0.03%
2,639
-16
7 8
9
10 11